EP Wealth Advisors’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History
Bought
Maintained
Sold
Other funds holding THRO
PAS
EP Wealth Advisors's THRO Position: Q2 2026 in Review
EP Wealth Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 5% in Q2 2026, selling an estimated $55K and leaving 25,276 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #720.
EP Wealth Advisors first reported a position in THRO in Q2 2025 and has held it in 4 quarters since. 494 funds tracked by Wall St. Rank hold THRO as of Q2 2026.
- EP Wealth Advisors held 25,276 shares of iShares U.S. Thematic Rotation Active ETF worth $1.09M as of Q2 2026.
- EP Wealth Advisors sold 1,329 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $55K.
- iShares U.S. Thematic Rotation Active ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #720 holding.
- EP Wealth Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 4 quarters since.
- 494 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.